Invoice & Document Manager

Saved documents

Customer master

Imported from your Excel workbook. Additions are stored on this phone and sync when cloud is configured.

Product catalogue

Add new products or edit an existing product name, HSN and standard catalogue price. Invoice-line prices remain independently editable.

Company settings

Default terms & conditions

Save your standard terms here. They will be inserted into new documents and can be edited for each document.

Numbering sequence

GST and Export invoices share the UMINV sequence. Your last issued number was UMINV20262078.

Staff & cloud setup

Multiple staff sign-ins use individual email/password accounts. The administrator creates staff accounts in Firebase Authentication and assigns role records in Firestore. The provided setup guide includes database security rules.

Cloud not connected — data stays on this phone.